Financial Adviser

Updated: May 12, 2024 04:38 AM GMT

Liberty ECM

Graskop

Job Overview

A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.

Job Objectives:
• To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
• Identify opportunities to contribute to the growth of the organization.
• Adhere to policies, procedures and legislative requirements in order to ensure compliance.
• Continuously review client portfolios to re-assess their needs and make recommendations and add value to clients.
• Constantly update own knowledge and expertise in line with products and market and industry trends.
• Perform reporting to keep the business updated of... More Detail